DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 384 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,298 | -3.2% | 125,869 | +0.3% | 1.10% | -1.6% |
| Q2 2023 | $3,406 | +15.2% | 125,437 | +8.1% | 1.11% | +8.7% |
| Q1 2023 | $2,957 | +16.7% | 116,066 | +11.2% | 1.02% | +15.6% |
| Q4 2022 | $2,534 | -99.9% | 104,385 | +20.2% | 0.89% | +18.4% |
| Q3 2022 | $1,931,000 | +0.2% | 86,839 | +5.0% | 0.75% | +3.0% |
| Q2 2022 | $1,927,000 | +9.3% | 82,715 | +29.4% | 0.73% | +21.8% |
| Q1 2022 | $1,763,000 | +33.6% | 63,939 | +40.3% | 0.60% | +36.7% |
| Q4 2021 | $1,320,000 | +489.3% | 45,566 | +440.3% | 0.44% | +445.0% |
| Q3 2021 | $224,000 | – | 8,433 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,919,473 | $74,388,168 | 68.47% |
| SJS Investment Consulting Inc. | 8,298,796 | $211,453,318 | 57.64% |
| Geometric Wealth Advisors | 5,595,967 | $142,025,641 | 49.59% |
| Greenspring Advisors, LLC | 7,781,335 | $198,268,397 | 43.29% |
| Chico Wealth RIA | 1,287,983 | $32,817,807 | 42.22% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,868,958 | $47,621,041 | 42.18% |
| Core Wealth Management, Inc. | 2,858,512 | $72,834,895 | 39.33% |
| Rockwood Wealth Management, LLC | 7,630,693 | $194,430,067 | 38.39% |
| GRAND WEALTH MANAGEMENT, LLC | 2,500,059 | $63,701,508 | 38.30% |
| Shearwater Capital LLC | 1,589,587 | $40,502,676 | 37.62% |